See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,268 | $92,703-57.6% | $82,719-52.5% | $134,475-70.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -16.86% | 944.92%-961.8pp | 701.18%-718.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,209 | $3,274-2.0% | $3,009+6.6% | $4,740-32.3% |
| Participant deferral / active EE | $9,857 | $4,802+105.3% | $4,395+124.3% | $6,400+54.0% |
| Admin fee / account holder | $2,657 | $5,983-55.6% | $5,329-50.1% | $11,426-76.8% |